Financial Finesse

Cathy Curtis, CFP
  • 5.0 (3)
  • INVESTING
Financial Finesse

Welcome to the Financial Finesse podcast, where we'll be discussing tips on how to handle your money and life with skill and style. Your host, Cathy Curtis, CFP, has been helping make finance accessible and intriguing for women for almost 20 years! You'll get savvy, actionable ideas listening to her conversations with some of the coolest and smartest women on the planet.

  1. OCT 10

    Leaving a Legacy of Love with Professional Fiduciary Sara Ecklein

    Cathy interviews Sara Ecklein, a private professional fiduciary and the founder of Trust and Honor. Sara shares the intricacies of her role, from acting as a trustee, executor, or agent under various legal capacities, to the benefits of having a neutral party manage sensitive family and financial issues. They also discuss the importance of proactive estate planning, especially for solo agers and blended families, and the peace of mind it offers. [02:48] The role of a professional fiducia...

    42 min

  2. JAN 8

    6 Pro Tips for Women Buying Cars on Their Own

    Did you know that on average, women are offered higher list prices for cars than men - to the tune of about $200 or more? When it comes to buying a new car, being prepared is key. In this episode, Cathy shares six pro tips to help you get the best deal on your next car purchase. [02:28] The importance of doing your homework. [04:21] What you can and can't negotiate when buying a new car. [06:21] How to find out what your trade-in is worth. [07:58] Understanding your financ...

    13 min

  3. 11/08/2023

    The Art of Equitable Estate Distribution with Estate Organizer Meg Connell

    In this episode of Financial Finesse, host Cathy Curtis interviews Meg Connell, founder of The Organized One, a professional estate organizer focused on helping individuals navigate the challenging process of estate distribution. Meg's extensive experience and the comprehensive nature of her services provide a guidepost for anyone facing the prospect of estate organization, whether for themselves or a loved one.[03:33] Meg's journey into estate organization.[08:59] Practical strategies for es...

    1h 6m

  4. 09/22/2023

    Mastering Medicare with Boomer Benefits Co-Founder Danielle Roberts

    In this episode, Cathy interviews Danielle Roberts, founding partner at Boomer Benefits and author of the best-selling book 10 Costly Medicare Mistakes You Can’t Afford to Make, about all things Medicare. Whether you’re new to Medicare or simply want to learn more about it so you can make an informed decision this open enrollment season, this episode is packed with useful information and unique insights. For more information and resources related to this episode, please visit the show no...

    1h 11m

  5. 07/20/2023

    Mastering the Art of Real Estate Staging & Interior Design with Ruth Krumbhaar

    Real estate investor Ruth Krumbhaar shares her real estate staging and interior design tips for elevating your home or investment properties. [00:04:00] Ruth shares her decorating philosophy and why she always starts with a blank canvas when designing a space.[00:14:06] Why every room doesn’t necessarily need a showstopper when it comes to home decorating.[00:20:09] How Ruth determines her decorating budget and where she shops to find cost-effective, quality items.[00:27:51] Tips and tri...

    1h 28m

  6. 04/27/2023

    Real Estate Investing 101 With Property Powerhouse Ruth Krumbhaar

    In this episode, host Cathy Curtis, CFP® interviews Ruth Krumbhaar, a successful therapist, coach, and part-time real estate investor who has built a reliable source of passive income through her investments. Ruth shares the wisdom she’s gained through her experience investing in real estate to help single women who are curious about real estate investing but don’t know where to start.For more information and resources related to this episode, please visit the show notes.

    1 hr

  7. 03/27/2023

    Here's What Savvy Donors Need to Know About Strategic Charitable Giving

    If you're charitably inclined and want to be a more savvy donor, this episode is for you. Cathy shares her tips for determining how much to give to charity, deciding which organizations to support with your donations, and giving strategically to maximize the potential tax benefits.For more information and resources related to this episode, please visit the show notes.

    19 min

  8. 02/13/2023

    Overspending? Here's How to Get Your Spending Habit Under Control This Year

    In this episode, Cathy shares her tips and strategies for getting your overspending habit under control once and for all this year. [02:11] What do habits have to do with spending? [03:23] Identifying your biggest spending weakness or weaknesses. [06:05] What are your spending triggers?[08:45] Setting your new budget for the year ahead. [10:32] How to find ways to support yourself in reaching your goal. [16:23] Determining your values and aligning your spending accordingly. [17:33] Download o...

    18 min
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Ratings & Reviews

5
out of 5
3 Ratings

About

Welcome to the Financial Finesse podcast, where we'll be discussing tips on how to handle your money and life with skill and style. Your host, Cathy Curtis, CFP, has been helping make finance accessible and intriguing for women for almost 20 years! You'll get savvy, actionable ideas listening to her conversations with some of the coolest and smartest women on the planet.

Information

  • Creator
    Cathy Curtis, CFP
  • Years Active
    2020 - 2024
  • Episodes
    32
  • Rating
    Clean
  • Copyright
    © 2024 Curtis Financial Planning, LLC
  • Show Website
    Financial Finesse

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